Retirement plan

JUDICIAL WATCH 403(B) RETIREMENT PLAN

Name: JUDICIAL WATCH, INC. - JUDICIAL WATCH 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: JUDICIAL WATCH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUDICIAL WATCH 403(B) RETIREMENT PLAN, JUDICIAL WATCH, INC.

JUDICIAL WATCH, INC.EIN 52-1885088Plan #001PY 2024

425 THIRD STREET, SW, SUITE 800 - WASHINGTON, DC 20024202-646-5183judicialwatch.orgLinkedIn11-50 employeesgovernment relations

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$16.7M

+19.1% from 2023

Total participants

-11.0% from 2023

Average account balance

$273,462

+38.7% from 2023

Annual return

12.82%

-3.28 pp from 2023

Benchmarks

See 10,657 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,657 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$16.68M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$273K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

107.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.82%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3322

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$203K

$3555 / participant

Other / not subdivided$203K100.0%

% of EOY assets

1.215%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$273,462

$58,275+369.3%

$81,844+234.1%

$80,935+237.9%

Participation rate

93.0%

63.5%+29.5pp

72.4%+20.6pp

67.7%+25.3pp

Annual return

12.82%

41.82%-29.0pp

778.87%-766.0pp

35.66%-22.8pp

Employer contribution / active EE

$7,753

$2,346+230.5%

$2,916+165.9%

$2,757+181.3%

Participant deferral / active EE

$11,303

$3,285+244.0%

$4,323+161.4%

$4,299+162.9%

Admin fee / account holder

$3,322

$4,749-30.0%

$7,355-54.8%

$6,924-52.0%

JUDICIAL WATCH 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUDICIAL WATCH 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion